National Silicon Industry Group is expected to make a loss of up to 1 billion yuan in 2024, with the construction of the 300mm silicon wafer capacity upgrade project underway.

① With the rapid development of emerging technologies such as 5G, AI, and the Internet of Things, the demand for semiconductor chips continues to grow, driving an increase in the demand for semiconductor wafers. ② National Silicon Industry Group states that the global semiconductor market scale has significantly grown by 19%, but the market recovery from downstream to upstream requires a certain period, coupled with the industry's high inventory levels, leading to the semiconductor wafer market recovery not meeting expectations.

cls.cnJan 18 22:47

The semiconductor material manufacturer Xinyi Technology has started the A-share IPO counseling, with Tuojing Technology and Advanced Micro-Fabrication Equipment Inc. China both investing.

① Xinmi Technology has completed the listing counseling filing and intends to go public on the A-shares, with Sinolink serving as the counseling institution; ② The strategic financing completed by Xinmi Technology in May 2023 was jointly invested by the leading domestic film deposition equipment company Tuojing Technology and the leading company in the Semiconductors etching equipment, Advanced Micro-Fabrication Equipment Inc. China.

cls.cnJan 17 20:15

The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.

On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.

cls.cnJan 17 08:20

Youon Technology may suffer losses for three consecutive years, continuously initiating acquisitions in an attempt to improve performance | Interpretations

① Youon Technology is expected to report a loss of 80 million to -55 million yuan in 2024, potentially leading to three consecutive years of Net income losses. ② The company has set aside approximately 0.1 billion yuan for bad debts, but at the same time, the revenue from the hydrogen energy Business has seen significant growth, resulting in an overall reduction in losses. ③ Following the acquisition of Zhejiang Kaibo at the beginning of 2024, which provided a boost to performance, Youon Technology now has a new goal of collaborating with suitable technology.

cls.cnJan 17 00:03

AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.

According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.

cls.cnJan 10 08:02

[Data Observation] First-tier speculators are fiercely battling over ZTE, while two Algo positions are jointly offloading GigaDevice Semiconductor Inc.

① ZTE received buying from two major speculative trading positions, while two other major speculative trading positions sold shares, with GTJA's Shanghai branch purchasing 0.161 billion. ② GigaDevice Semiconductor Inc. has data showing that in the last three trading days, the stock was sold a total of over 0.55 billion by two Algo positions.

cls.cnJan 9 17:48